Details

Venue

***No charge to attend***

When preparing for retirement it's important to coordinate your tax strategy with your overall retirement income strategy.

Attend this workshop and learn about a variety of strategies you may be able to implement, including:

Avoid some of the most common mistakes when filing for your taxes

Learn about the hundreds of different ways investments, income, and social security can be claimed

Collect from an ex-spouse’s benefit

Collect from a deceased ex-spouse’s benefit

Find potential tax breaks you never knew you were eligible for

Increase your lifetime benefits by tens of thousands of dollars

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be .

This presentation has not been endorsed by either the Social Security Administration or the Internal Revenue Service. Neither RetirementTaxInfo.net nor the Financial Advisor presenting this workshop is affiliated with the Social Security Administration, Internal Revenue Service, or any other governmental organization. View our privacy policy.